What | Upgrade (or downgrade) your Teamwork
subscription paid seat count and
plan, manage your billing
frequency and add-ons, or view
your invoice history. |
Why |
|
Who |
|
When | You're ready to
bring
additional people into
Teamwork. You want to
reap the benefits of
Teamwork's add-ons. You need to review
your historical
invoices. |
What | Upgrade (or downgrade) your Teamwork
subscription paid seat count and
plan, manage your billing
frequency and add-ons, or view
your invoice history. |
Why |
|
Who |
|
When | You're ready to
bring additional people
into Teamwork. You want to reap
the benefits
of Teamwork's
add-ons. You need to
review your historical
invoices. |
Before you start
When you make changes to your subscription,
the changes take effect immediately.
- At checkout, you are charged a prorated amount, for the remainder of the current billing period, for any additions made (users, add-ons, plan upgrades).
- Your new subscription total is also listed. That will be your new renewal amount going forward.
đź’ˇAre you a
non-profit or educational
institution? Reach out to our
Customer Care team (support@teamwork.com) for more pricing
information.
Upgrade (or downgrade)
plan type
- Click your profile image in
Teamwork's
main navigation menu.
- Select Subscription.
- Click Update Subscription in the Your Teamwork Subscription panel.
- Click Select under an
alternative plan to
switch. The plan you're
currently subscribed to is
labelled Current
plan.
- Review your subscription's other
details. Don't worry, these
are all covered in detail in
further sections on this
page.
- Payment plan (billing
frequency) Hint: there are
cost savings here with annual
billing.
- Paid seats
- Add-ons
- Click Continue.
- Review your card information, contact
details, and billing address if
necessary.
- Check the I
have a tax number
(VAT
no) box
under the order
summary (if
applicable). What’s
VAT? It’s a type
of tax. The United
States doesn't
have it, so it
might not sound
familiar.
- Click Continue.
- Review your order summary.
- Check the Terms of Service and
Privacy
Policy box. After
you’ve read
it…obviously.
- Click Purchase
Subscription.
Increase (or decrease)
paid seats
- Click your profile image in
Teamwork's
main navigation menu.
- Select Subscription.
- Click Update Subscription in the Your Teamwork Subscription panel.
- Select Current plan under
the plan you're currently subscribed
to.
- Enter the total number of paid
seats you should have in
the Users field. The
number of
standard user
seats
currently
active on your
site is
auto-populated.
- Ex:
Adding
users. If
you currently
have 10 users
and need to
add 10 more —
update
the user count
to
20.
- Ex: Removing users. If you currently have 15 users and want to remove 3 — update the user count to 12.📝 If you update your account to have less paid seats than are currently being used on your site, some users will be automatically downgraded to collaborators at checkout.
- Review your subscription's other
details. Don't worry, these
are all covered in detail in other
sections on this page.
- Plan type
- Payment plan (billing
frequency) Hint: there are
cost savings here with annual
billing.
- Add-ons
- Click Continue.
- Review your card information, contact
details, and billing address if
necessary.
- Check the I
have a tax number
(VAT
no) box
under the order
summary (if
applicable). What’s
VAT? It’s a type
of tax. The United
States doesn't
have it, so it
might not sound
familiar.
- Click Continue.
- Review your order summary.
- Check the Terms of Service and
Privacy
Policy box. After
you’ve read
it…obviously.
- Click Purchase
Subscription.
Add (or remove)
add-ons
- Click your profile image in
Teamwork's
main navigation menu.
- Select Subscription.
- Click Update Subscription in the Your Teamwork Subscription panel.
- Select Current plan under
the plan you're currently subscribed
to.
- Manage
the add-ons included
in
your subscription: Click the
toggle beside an add-on to include
(or exclude) it for your
subscription.
- Chat
Video
- Advanced
Security
- 📝 Add-on prices are calculated based on the number of paid seats on your main Teamwork subscription.
- Review your subscription's other
details. Don't worry, these
are all covered in detail in other
sections on this page.
- Plan type
- Payment plan (billing
frequency) Hint: there are
cost savings here with annual
billing.
- Paid seats
- Click Continue.
- Review your card information, contact
details, and billing address if
necessary.
- Check the I
have a tax number
(VAT
no) box
under the order
summary (if
applicable). What’s
VAT? It’s a type
of tax. The United
States doesn't
have it, so it
might not sound
familiar.
- Click Continue.
- Review your order summary.
- Check the Terms of Service and
Privacy
Policy box. After
you’ve read
it…obviously.
- Click Purchase
Subscription.
Change billing
frequency
- Click your profile image in
Teamwork's
main navigation menu.
- Select Subscription.
- Click Update Subscription in the Your Teamwork Subscription panel.
- Select Current plan under the plan you're currently subscribed to.
- Choose a Payment
Plan (billing
frequency):
- Billed annually Hint:
there are cost savings
here.
- Billed monthly
- Review your subscription's other
details. Don't worry, these
are all covered in detail in other sections on this
page.
- Payment plan (billing
frequency) Hint: there are
cost savings here with annual
billing.
- Paid seats
- Add-ons
- Click Continue.
- Review your card information, contact
details, and billing address if
necessary.
- Check the I
have a tax number
(VAT
no) box
under the order
summary (if
applicable). What’s
VAT? It’s a type
of tax. The United
States doesn't
have it, so it
might not sound
familiar.
- Click Continue.
- Review your order summary.
- Check the Terms of Service and
Privacy
Policy box. After
you’ve read
it…obviously.
- Click Purchase
Subscription.
View and export your invoices
View past invoices from Subscription settings.
- Click your profile image in
Teamwork's
main navigation menu.
- Select Subscription.
- Scroll to the Invoices section. Past invoices for the account are listed here and include: the invoice issue date, invoice number, subtotal, tax, and total.📝 Subscriptions paid via PayPal do not generate invoices within Teamwork. They can be viewed within PayPal.
- Click the ... (ellipsis) on an invoice row's right.
- Select Export to PDF.
The selected invoice is downloaded to your "Downloads" folder as a PDF.
PayPal
restrictions
If you pay via PayPal, you can increase your total subscription cost by a maximum of 20%. The 20% increase restriction is imposed by PayPal, not Teamwork and Teamwork cannot override this limit.
đź“§ Having trouble or have questions? Our Customer Care
team (support@teamwork.com) can help.